602-224-4963 | 877-792-3050 mrwagner@rwbaird.com
Experience & Expertise Michael Wagner has 10 plus years of financial services experience. His focus is on research, tracking and analysis of current investment solutions and identification of suitable new solutions for his clients. He coordinates the team’s fixed income business and syndicate participation , and is also responsible for reviewing the fundamentals of investing with new 401k participants in the 401k plans the Hoffman and Hock Group manage.
He has had a long history of in-depth client support, having been our point person on mutual fund research, trading, cost basis reporting and the compilation of financial plan and account information for our client reviews. He is intimately familiar with our unique processes and best practices, and a firm believer in our clients-first philosophy.
Education & Professional Designation Michael has earned a Bachelor of Science degree in Finance from Arizona State University and is currently enrolled in studies in pursuit of the CERTIFIED FINANCIAL PLANNER® designation.
Family & Community Michael, along with his wife Krissy, is active in the community by volunteering his time with the Arizona Humane Society.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirement.
©2012 The Hoffman and Hock Group • 2425 E. Camelback Road, Suite 530 • Phoenix, AZ 85016 • (Office) 602-224-4900 • (Toll Free) 877-792-3050
The Hoffman and Hock Group is licensed to offer securities in the following states: AK, AR, AZ, CA, CO, FL, GA, IA, ID, IL, KS, LA, MA, MD, MI, MN, MO, NE, NJ, NM, NY, OH, OR, PA, SC, SD, TX, UT, VA, WA & WI.
Baird financial advisors may only conduct business with residents of the states in which they are properly registered or licensed. This site is for residents of the United States. The foregoing has been prepared solely for informational purposes and is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Please note that not all of the investments and services mentioned are available in every jurisdiction or state. Baird does not offer tax or legal advice. Securities, products and services are offered through Robert W. Baird & Co. Incorporated. Member NYSE and SIPC. ©2012 Robert W. Baird & Co. Incorporated.